Business Succession

For many business owners, operating their business day-to-day can consume virtually all of their time. Retirement often seems like a distant speck on the horizon, let alone plans to hand over the business. However, establishing a sound business Succession Plan is beneficial and often times necessary.

Proper business succession planning requires careful preparation. Business owners seeking a smooth and equitable transition of their interests should seek a competent, experienced advisor. At Croghan, our business succession experts work together to help you:

  • Advise on financial options for internal buyers or successors
  • Assemble a team of appropriate advisors
  • Prepare your business for transition
  • Customize wealth strategies to maximize the benefits and minimize taxes



2020 Business Transition Invite 



Educational resources on business succession.






Contact Us Today!


John FeySandusky County

John Fey
VP/Commercial Loan Officer

Kyle KruppBellevue | Monroeville

Kyle Krupp
AVP/Commercial Loan Officer

Derek NewellNorwalk | Huron County | Erie County

Derek Newell 
VP/Commercial Loan Officer



Tiffin | Seneca County

Valerie Bumb 
Commercial Loan Officer

Len GerberOak Harbor | Ottawa County

Len Gerber
VP/Commercial Loan Officer

Marty FolgerPort Clinton

Marty Folger 
VP/Commercial Loan Officer



Shannon GeorgeLucas County | Wood County 

Shannon George
VP/Commercial Loan Officer

Kirby HolmanLucas County | Greater Toledo

Kirby Holman 
VP/Commercial Loan Officer

Chris Kelly 2019Lucas County | Greater Toledo

Chris Kelly 
VP/Commercial Loan Officer



Kelly SmithCleveland Area

Kelly Smith
VP/Commercial Loan Officer

Steve VanDetteCleveland Area

Steve VanDette
SVP/Commercial Loan Officer




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